Copia Wealth Management, LLC
● SEC registered since 2024CRD 281873SEC# 801-131499Bend, OR
Reg. AUM
$157.5M
Employees
4
Accounts
850
Location
Bend, OR
Copia Wealth Management, LLC assets under management
Copia Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bend, OR. The firm has been registered since 2024. It reports $157.5 million in regulatory assets under management and employs 4 people.
Copia Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Lee Boehm Control | Managing Member/President | 50-75% | 2022 |
| Geoffrey Nyle Gruetzmacher Control | Member/Chief Compliance Officer | 10-25% | 2024 |
| Louis Walter Bennett Control | Managing Member | 25-50% | 2020 |
Frequently asked questions
How much does Copia Wealth Management, LLC manage?
Copia Wealth Management, LLC reports $157.5 million in regulatory assets under management on its Form ADV.
How many employees does Copia Wealth Management, LLC have?
Copia Wealth Management, LLC reports 4 employees.
Where is Copia Wealth Management, LLC located?
Copia Wealth Management, LLC is based in Bend, OR and has been SEC-registered since 2024.
Does Copia Wealth Management, LLC disclose fund performance?
Copia Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 572 SW Bluff Drive #100, Bend, OR 97702 |
| Phone | 541-647-2545 |
| Office hours | 7:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$157.5M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$157.5Mregulatory AUM
Discretionary $152.5MNon-discretionary $5.1M